Square Mile Research | 14 Feb 18
Fidelity Special Situations
A UK equity fund that is managed using a contrarian approach and with a longer term investment horizon. Watch the Talking Factsheet for the Fidelity Special Situations fund with John Monaghan, Head of Research.
IFA linked to British Steel pension transfers goes under
IFA firm Active Wealth has gone into liquidation, four months after it was suspended from taking on new clients after the UK regulator raised concerns it gave “questionable advice” to British Steel Pension Scheme (BSPS) members.
Alternatives | 14 Feb 18
European watchdog warns of investment fund ‘fire sales’
Mismatches between the liquidity of open-ended investment funds’ assets and their redemption profiles could lead to “fire sales” to meet redemption requests in times of market stress, the European Systemic Risk Board (ESRB) has warned.
Best Practice | 14 Feb 18
Beware deadlines for ombudsman complaints
A former Aviva Life Service UK client has lost his bid to be compensated for poor service, following delays in taking out a tax free lump sum from his pension, because he waited too long to make the complaint.
Old Mutual Wealth acquires £40m IFA
Old Mutual Wealth Private Client Advisers has acquired Wiltshire-based IFA firm A&M Financial Services.


